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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,466 | $159,978+75.9% | $147,041+91.4% | $145,978+92.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.65% | 98.36%-50.7pp | 419.21%-371.6pp | 550.52%-502.9pp |
| Employer contribution / active EE | $23,367 | $5,288+341.9% | $4,935+373.5% | $4,662+401.2% |
| Participant deferral / active EE | $12,616 | $8,429+49.7% | $8,071+56.3% | $6,690+88.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |